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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,502 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,194 | $95,406+166.4% | $185,849+36.8% | $85,847+196.1% |
| Participation rate | 95.9% | 68.8%+27.1pp | 81.7%+14.2pp | 69.3%+26.6pp |
| Annual return | 16.06% | 23.59%-7.5pp | 122.10%-106.0pp | 318.61%-302.5pp |
| Employer contribution / active EE | $8,220 | $3,314+148.1% | $5,169+59.0% | $2,565+220.4% |
| Participant deferral / active EE | $6,050 | $3,424+76.7% | $5,569+8.6% | $3,952+53.1% |
| Admin fee / account holder | $27 | $7,214-99.6% | $16,244-99.8% | $6,261-99.6% |